Proprietary tracking that lasts a year turns every ad dollar into a compounding asset instead of a 7-day gamble.
Replaced a $6,500/mo agency. Same ad spend, 28 qualified meetings on the calendar inside the first 45 days.
Eighty-seven appointments and seven new clients in 90 days. Different market, same system.
One hundred twelve booked appointments and five new clients over four months across multiple niches.
Marketing outcomes vary. Past marketing results do not predict future marketing results.
Three fields. We'll cover the qualifying questions on the call.
No. Month-to-month at Founders pricing. If you want to leave, give 15 days notice before the end of the month. No cancellation fees, no exit hoops.
Independent RIAs, IARs at hybrid firms, and breakaway advisors who want predictable client acquisition without cold-calling or shared leads. Most of our advisors manage between $30M and $500M in AUM.
Everything: ad creative and copy, multi-point trust funnel, 48-touchpoint nurture automation, proprietary tracking that lasts a year, booking automation, and ongoing optimization. Ad spend is separate and paid directly to Meta.
We recommend $3,000 to $5,000 per month to give the algorithm enough data. Some firms start at $2,000 and ramp up. The spend goes to Meta directly, not to us.
We do not manage your investment portfolio, provide financial advice, or guarantee investment returns. Compound Scale is a marketing consultancy. All references to growth, appointments, and clients reflect marketing outcomes only.
Your funnel pages, audience data, prospect list, and every creative asset we built for you leave with you. The ad account and pixel remain on our side during your engagement (roster architecture), but all client-specific assets are yours.